Donor Advised Fund

What is a Donor Advised Fund?

A Personal Approach to Giving

A Donor Advised Fund allows you to make a gift to your community foundation, then remain actively involved in suggesting uses for your gift.

How it works

• You make a gift to your community foundation — you can give cash, appreciated stocks, real estate, or other assets. At PACF, a Donor Advised Fund

may be established with a gift of $10,000.

• We set up a special fund in your name, in the name of your family or business, or in honor of any person or organization you choose.

• You receive tax beneﬁts in the year your gift is made.

• You recommend uses for the fund — working with our professional program staff to support the causes and organizations you care about most.

• Your recommendations are presented to our community foundation board for approval and we handle all the administrative details and issue grants to

charities in the name of the fund you establish. However, if you prefer, grants may be made anonymously.

• Your gift can be placed into an endowment that is invested over time. Earnings from your fund are used to make grants addressing community needs.

Your gift — and all future earnings from your gift — is a permanent source of community capital, helping to do good work forever.


	A Personal Connection Donor Advised Fund Example When Alex Dorado retired, he wanted a way to give more to his community. “I’ve lived here my whole life, and now that I have more time and resources, I can give back to a number of causes and organizations that are very special to me,” he says. Alex and his ﬁnancial advisor met with their community foundation to discuss ways Alex might increase the impact of his giving and gain maximum tax advantage. Alex chose to establish a Donor Advised Fund in his family’s name. He now meets with the community foundation’s professional program staff to recommend grants in the areas he cares most about. “Last year, based on my recommendations, the fund bought uniforms for an after-school sports league and supported an adult literacy program,” reports Alex. “This is a great way to stay involved and use what I have to make a difference in the community I love.”